Best Investors
Account
Sign in
Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-13 |
Branch Locations
Citi Wealth Management, Supervision 6715 North Palm Avenue #208, Fresno, CA 93704 • United States
Citi Wealth Management, Supervision 100 Citibank Dr, Bldg 2, San Antonio, TX 78245 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Antonio | TX | 08/2018 | 09/2019 |
| Boy Scouts Of America Alamo Area Council | San Antonio | TX | 07/2015 | 12/2017 |
| Unemployed | San Antonio | TX | 12/2017 | 07/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 09/2019 |
| Unemployed | San Antonio | TX | 09/2019 | 02/2020 |
| Citigroup | San Antonio | TX | 02/2020 | 07/2021 |
| Citigroup | San Antonio | TX | 07/2021 | 09/2022 |
| Citigroup | San Antonio | TX | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-24 |
Reach out to this advisor